2018-06-20T13:23:16-05:00 2017-12-31 Grant Thornton LLP 1000 WILSON BLVD SUITE 1400 ARLINGTON VA 22209 990 2017-01-01 131610451 UNITED SERVICE ORGANIZATIONS INC % KRISTINE SHUMACKVP-CONTROLL UNIT 7039086400 2111 WILSON BLVD Suite 1200 ARLINGTON VA 22201 PHILIP PARISI TREASURER AND CFO 7039086400 2018-06-18 true MARY TORRETTA P00847851 7038477500 2017 2022-09-23 18:48:47Z JD Crouch II 2111 WILSON BLVD ARLINGTON VA 22201 156024285 false 1291 X HTTP://WWW.USO.ORG X 1941 DC THE USO STRENGTHENS AMERICA'S MILITARY SERVICE MEMBERS BY KEEPING THEM CONNECTED TO FAMILY, HOME and country, THROUGHOUT THEIR SERVICE TO THE NATION. 24 23 633 15379 20000 893 136961382 133062962 4337753 1958243 508293 388172 -641289 -334112 141166139 135075265 10864223 7111358 0 0 40757732 44251561 1855311 2377293 24111956 75985115 71347662 129462381 125087874 11703758 9987391 88905044 102968626 12868806 16968302 76036238 86000324 X THE UNITED SERVICE ORGANIZATIONS, INC. 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BLVD 1200 ARLINGTON VA 22201 JD Crouch II President/CEO 50.0 0.0 X X 624932 0 45257 Gen George Casey CHAIRMAN/DIRECTOR 2.0 0.0 X X 0 0 0 Jed Becker DIRECTOR 2.0 2.0 X 0 0 0 Orlan Boston DIRECTOR 1.0 0.0 X 0 0 0 Wes Bush DIRECTOR 1.0 0.0 X 0 0 0 Raymond Caldiero DIRECTOR 1.0 0.0 X 0 0 0 Leanne Caret Director 1.0 0.0 X 0 0 0 Tom R Del Valle DIRECTOR 1.0 0.0 X 0 0 0 Dawn Halfaker DIRECTOR 1.0 0.0 X 0 0 0 James Hamilton DIRECTOR 2.0 0.0 X 0 0 0 Marilynn A Hewson DIRECTOR 1.0 0.0 X 0 0 0 Curt Kolcun DIRECTOR 1.0 0.0 X 0 0 0 Stuart Kronauge DIRECTOR 1.0 0.0 X 0 0 0 Robin Lineberger DIRECTOR 2.0 0.0 X 0 0 0 William J Lynn III DIRECTOR 1.0 0.0 X 0 0 0 David H McCormick DIRECTOR 1.0 0.0 X 0 0 0 Michael H O'Shea DIRECTOR 1.0 0.0 X 0 0 0 Beatriz R Perez DIRECTOR 1.0 0.0 X 0 0 0 Michael Phelps DIRECTOR 1.0 0.0 X 0 0 0 Kenneth O Preston DIRECTOR 1.0 0.0 X 0 0 0 Lt Gen Harry Raduege JrRet DIRECTOR 2.0 0.0 X 0 0 0 Edward T Reilly DIRECTOR 2.0 1.0 X 0 0 0 John Suttle DIRECTOR 1.0 0.0 X 0 0 0 Sue Timken DIRECTOR 1.0 0.0 X 0 0 0 Thomas E Vice DIRECTOR 2.0 1.0 X 0 0 0 Gregg Ward DIRECTOR 1.0 0.0 X 0 0 0 Philip Parisi Treasurer/CFO 48.0 2.0 X 333843 0 41969 Tammy Heiser SVP, Human Resources/Secretary 50.0 0.0 X 279809 0 41800 Lisa Anastasi Chief Development Officer 50.0 0.0 X 358596 0 42833 Alan Reyes SVP, Operations & Programs 50.0 0.0 X 317234 0 47478 Paul Allvin SVP, Brand Advancement 50.0 0.0 X 290036 0 27955 Anne Sprute SVP, Transition Services 50.0 0.0 X 225470 0 23309 Lorie Hennessey SVP, Entertainment 50.0 0.0 X 148979 0 17394 Bruce Burda REGIONAL VP, OPERATIONS SWA 50.0 0.0 X 269782 0 19855 Charles Hyde REGIONAL VP, OPERATIONS PAC 50.0 0.0 X 209819 0 15754 Eli Hertz VP, INFORMATION TECHNOLOGY 50.0 0.0 X 212845 0 23319 Michael Hoar VP, CORPORATE ALLIANCES 50.0 0.0 X 204417 0 25487 Sara Lottie DIRECTOR, OPERATIONS SWA 50.0 0.0 X 203119 0 16355 3678881 0 388765 71 false true false Worth Linen Associates Inc 535 Fifth Avenue 31st Floor NEW YORK NY 10017 DM Fundraiser 3009145 Communications Corporation of Ameri 13195 Freedom Way BOSTON MA 22713 dm production 1790807 Plus Media LLC PO Box 3949 DANBURY CT 06813 List Broker 1614112 Infogroup PO Box 3243 OMAHA NE 68103 data management 1209416 Merkle Inc 29432 Network Place CHICAGO IL 60673 online fundraiser 783252 52 901826 1402035 19023053 111736048 8003095 133062962 USO CENTER 900099 1958243 1958243 1958243 693051 693051 0 0 0 0 0 19523055 14543 19749946 92531 -226891 -77988 -304879 -304879 622321 1402035 1089817 -467496 -467496 0 0 0 20681 16726 3955 3955 USAA MARKETING SERVICES 900099 20000 20000 MISCELLANEOUS INCOME 900099 109429 109429 129429 135075265 1958243 20000 34060 X 7111358 7111358 0 0 0 3090300 1646044 909394 534862 0 33252648 26283740 3731162 3237746 2133652 1635748 267863 230041 3158007 2421287 433879 302841 2616954 2107740 270959 238255 0 651506 305657 185881 159968 115355 115355 205697 205697 2377293 2377293 13656 13656 6078009 3851595 1294359 932055 2890201 1691409 1198792 12556417 6668315 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("USO") LOBBIES FOR CONGRESSIONAL APPROPRIATIONS AND ENSURES MEMBERS OF CONGRESS ARE ON ITS CAUCUS TO FOSTER RELATIONSHIPS WITH service members. 276030 100000 22315 398345 25000 250000 1030 276030 12317654 -86790 12205864 25000 11929976 416565 28887 12317654 11502059 453870 25953 11929976 0.94140 0.05860 false true true 15834506 8932117 6902389 4211363 3453497 757866 10708676 6406199 4302477 11962732 0 0 X INTENDED USE OF ENDOWMENT FUNDS SCHEDULE D, PART V, LINE 4 THE USO's ENDOWMENTS INCLUDE THOSE ASSETS OF DONOR-RESTRICTED FUNDS THAT THE USO MUST HOLD IN PERPETUITY AS DIRECTED BY DONORS. THE USO HAS ADOPTED INVESTMENT AND SPENDING POLICIES DESIGNED TO PROVIDE A STREAM OF RETURNS TO BE UTILIZED TO FUND VARIOUS PROGRAMS WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS. INCOME TAXES SCHEDULE D, PART X, LINE 2 THE USO IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE (IRC) OF 1986, AS AMENDED, AS AN ORGANIZATION DESCRIBED IN IRC SECTION 501(C)(3). HOWEVER, INCOME GENERATED FROM ACTIVITIES UNRELATED TO THE USO'S EXEMPT PURPOSE IS SUBJECT TO TAX UNDER IRC SECTION 511. USO HAS PROCESSES PRESENTLY IN PLACE TO ENSURE THE MAINTENANCE OF ITS TAX-EXEMPT STATUS; TO IDENTIFY AND REPORT UNRELATED INCOME; TO DETERMINE ITS FILING AND TAX OBLIGATIONS IN JURISDICTIONS FOR WHICH the organization HAS NEXUS; AND TO IDENTIFY AND EVALUATE OTHER MATTERS THAT MAY BE CONSIDERED TAX POSITIONS. THE USO DID NOT HAVE ANY MATERIAL UNRELATED BUSINESS INCOME TAX LIABILITY FOR THE YEARS ENDED DECEMBER 31, 2017 AND 2016. THEREFORE, NO INCOME TAX LIABILITY HAS BEEN PROVIDED IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. US GAAP REQUIRES THAT AN INCOME TAX POSITION BE RECOGNIZED OR DERECOGNIZED BASED ON A "MORE LIKELY THAN NOT" THRESHOLD. USO FOLLOWS GUIDANCE THAT CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, INCLUDING ISSUES RELATING TO FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT. THIS GUIDANCE PROVIDES THAT THE TAX EFFECTS FROM AN UNCERTAIN TAX POSITION CAN ONLY BE RECOGNIZED IN THE FINANCIAL STATEMENTS IF THE POSITION IS "MORE-LIKELY-THAN-NOT" TO BE SUSTAINED IF THE POSITION WERE TO BE CHALLENGED BY A TAXING AUTHORITY. THE ASSESSMENT OF THE TAX POSITION IS BASED SOLELY ON THE TECHNICAL MERITS OF THE POSITION, WITHOUT REGARD TO THE LIKELIHOOD THAT THE TAX POSITION MAY BE CHALLENGED. THE TAX YEARS ENDING DECEMBER 31, 2017, 2016, 2015 AND 2014 ARE STILL OPEN TO AUDIT FOR BOTH FEDERAL AND STATE PURPOSES. USO HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. East Asia and the Pacific 16 71 Program Services OP. of USO Center 6445139 Europe (Including Iceland and Greenland) 19 89 Program Services OP. of USO Center 6347323 Middle East and North Africa 7 40 Program Services OP. of USO Center 6094656 South Asia 4 15 Program Services OP. of USO Center 1972796 46 215 46 215 20859914 20859914 false false false false false false ACTIVITIES OUTSIDE U.S. SCHEDULE F, PART I, LINE 2 FOREIGN ACTIVITIES OF THE USO INCLUDE THE FOLLOWING: PROVIDE TELEPHONE CARDS AND OTHER MEANS OF COMMUNICATION TO ALLOW MILITARY PERSONNEL ACCESS TO THEIR FAMILIES WHILE AWAY FROM HOME; PROMOTE INTERCULTURAL UNDERSTANDING AND ORIENTATION TO NEW COMMUNITIES; CULTURAL AND HISTORICAL TOURS INTO LOCAL INTERNATIONAL COMMUNITIES; PROVIDE FAMILY AND COMMUNITY RECREATION, REFRESHMENTS, HOLIDAY ACTIVITIES, VIDEOS, MUSIC, AND LITERATURE; PROVIDE LANGUAGE TRANSLATION, TRANSPORTATION OPTIONS, CURRENCY CONVERSION, AREA MAPS, AND GUIDANCE. ACCOUNTING METHOD USED SCHEDULE F, PART I, LINE 3, COLUMN F THE EXPENDITURES, PER REGION, ARE PRESENTED ON THE ACCRUAL BASIS OF ACCOUNTING. 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DC FL GA GU HI IL KS KY ME MD MA MI MN MS MO NV NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI USO Annual Gala 874635 740085 134550 209311 5875 390919 Service Salute 150319 89799 60520 6060 44439 2378 19866 24 999402 572151 427251 70909 81893 20581 237586 2024356 1402035 622321 76969 335643 28834 648371 1089817 -467496 2111 Wilson Blvd Ste 1200 Arlington VA 22201 true Stronger Families 12015 115th Ave NE Kirkland WA 98034 943080305 501(C)(3) 1233481 Program Support Tragedy Assistance Program for Survivors 3033 Wilson Blvd Arlington VA 22201 920152268 501(C)(3) 100000 Program Support Project Healing Waters Fly Fishing Inc PO Box 695 La Plata MD 20646 611518154 501(C)(3) 10000 Program Support Giant Steps PO Box 4855 Petaluma CA 94955 680404917 501(C)(3) 13600 Program Support US Chamber of Commerce Foundation 1615 H St NW Washington DC 20062 461561597 501(C)(3) 1000000 Program Support The Comfort Crew for Military Kids 9020 NCap Bldg 1 Austin TX 78759 260141940 501(C)(3) 669113 Program Support USO of Central & Southern Ohio PO Box 13176 Columbus OH 43213 314401239 501(C)(3) 120708 Revenue Share USO Georgia PO BOX 20963 Atlanta GA 30320 580917673 501(C)(3) 183375 Revenue Share Bob Hope USO 203 WWay W Ste 200 Los Angeles CA 90045 952302811 501(C)(3) 120398 Revenue Share/ USO of Hampton Roads & Central Virginia PO BOX 7250 Hampton VA 23666 541305517 501(C)(3) 15746 Revenue Share USO Illinois 330 S Wabash Ave Chicago IL 60604 362349617 501(C)(3) 43815 Revenue Share USO Indiana PO Box 441160 Indianapolis IN 46244 208349270 501(C)(3) 23576 Revenue Share USO Metropolitan Washington- Baltimore 228 McN RD BLD 405 Fort Myer VA 22211 530204665 501(C)(3) 1205697 Revenue Share/ USO Metropolitan New York 1601 BDWY 11th FL New York NY 10019 132500122 501(C)(3) 872709 Revenue Share/Event USO Missouri 10701 L INT BOULD St Louis MO 63145 431237410 501(C)(3) 23484 Revenue Share USO North Carolina PO Box 91536 Raleigh NC 27675 560532315 501(C)(3) 112200 Revenue Share USO Northern Ohio 20637 Emerald Parkway Cleveland OH 44135 346006829 501(C)(3) 20779 Revenue Share USO Northwest Sea-Tac Int Airpt 17801 Seattle WA 98158 910573116 501(C)(3) 101159 Revenue Share USO Pennsylvania & South NJ PhilA Int ARPT D Philadelphia PA 19153 231426011 501(C)(3) 313284 Revenue Share USO Pioneer Valley 100 W AVE Box 33 Chicopee MA 01022 043142143 501(C)(3) 15379 Revenue Share USO San Diego CTR 303 A StSte 100 San Diego CA 92101 951644030 501(C)(3) 8669 Revenue Share USO Wisconsin 750 NLM Dr Ste 407 Milwaukee WI 53202 391703157 501(C)(3) 6000 Revenue Share Bob Hope USO 203 World Way W Los Angeles CA 90045 952302811 501(C)(3) 240318 FMV Clothing/Household Center Support USO of Central & Southern Ohio PO Box 13176 Columbus OH 43213 314401239 501(C)(3) 24032 FMV Clothing/Household Center Support USO Georgia PO BOX 20963 Atlanta GA 30320 580917673 501(C)(3) 24032 FMV Clothing/Household Center Support Greater Jacksonville Area USO PO BOX 108 NAS Jacksonville FL 32212 591052424 501(C)(3) 24032 FMV Clothing/Household Center Support USO of Hampton Roads & Central Virginia PO BOX 7250 Hampton VA 23666 541305517 501(C)(3) 60080 FMV Clothing/Household Center Support USO Illinois 330 SWabash Ave Chicago IL 60604 362349617 501(C)(3) 126167 FMV Clothing/Household Center Support USO Indiana PO Box 441160 Indianapolis IN 46244 208349270 501(C)(3) 12016 FMV Clothing/Household Center Support USO Metropolitan Washington- Baltimore 228 McNair Road Fort Myer VA 22211 530204665 501(C)(3) 60079 FMV Clothing/Household Center Support USO Metropolitan New York 1601 Bdwy 11th Fl New York NY 10019 132500122 501(C)(3) 24032 FMV Clothing/Household Center Support USO Missouri 10701 L INT BLVD St Louis MO 63145 431237410 501(C)(3) 24032 FMV Clothing/Household Center Support USO North Carolina PO Box 91536 Raleigh NC 27675 560532315 501(C)(3) 84111 FMV Clothing/Household Center Support USO Northern Ohio 20637 Emerald Parkway Cleveland OH 44135 346006829 501(C)(3) 48064 FMV Clothing/Household Center Support USO Northwest Sea-Tac In rpt Seattle WA 98158 910573116 501(C)(3) 18024 FMV Clothing/Household Center Support USO Pennsylvania & South NJ Phila In AiRPT Philadelphia PA 19153 231426011 501(C)(3) 24032 FMV Clothing/Household Center Support USO Wisconsin 750 N Lincoln Mem Dr Milwaukee WI 53202 391703157 501(C)(3) 12016 FMV Clothing/Household Center Support USO San Diego Downtown CTR 303 A St San Diego CA 92101 951644030 501(C)(3) 60079 FMV Clothing /Household Center Support USO South Texas PO Box 7 Corpus Christi TX 78403 741478872 501(C)(3) 12016 FMV ClothinG/Household Center Support USO Pioneer Valley 100 W Ave Box 33 Chicopee MA 01022 043142143 501(C)(3) 18024 FMV Clothing/Household Center Support 24 0 Procedure for Monitoring The Use of Grant Funds in the U.S. Schedule I, Part I, Line 2 USO grant funds are monitored with periodic reporting in accordance with the grant agreements and/or the forms and schedules set forth in the related policies and procedure manuals. Regularly required reports include financial reports and program activity reports. X X X true true X X X X X false false false false false false false true false JD Crouch II President/CEO 521271 0 102500 0 1161 0 24300 0 26209 0 675441 0 0 0 Philip Parisi Treasurer/CFO 284722 0 47000 0 2121 0 19251 0 26511 0 379605 0 0 0 Tammy Heiser SVP, Human Resources/Secretary 237911 0 40000 0 1898 0 22089 0 23299 0 325197 0 0 0 Lisa Anastasi Chief Development Officer 296826 0 60000 0 1770 0 20115 0 26527 0 405238 0 0 0 Alan Reyes SVP, Operations & Programs 270329 0 45000 0 1905 0 23679 0 27542 0 368455 0 0 0 Paul Allvin SVP, Brand Advancement 247882 0 41000 0 1154 0 18583 0 12998 0 321617 0 0 0 Anne Sprute SVP, Transition Services 199926 0 25000 0 544 0 9200 0 15751 0 250421 0 0 0 Lorie Hennessey SVP, Entertainment 148769 0 0 0 210 0 12500 0 5836 0 167315 0 0 0 Bruce Burda REGIONAL VP, OPERATIONS SWA 167516 0 13000 0 89266 0 18728 0 2293 0 290803 0 0 0 Charles Hyde REGIONAL VP, OPERATIONS PAC 163194 0 10250 0 36375 0 14627 0 2244 0 226690 0 0 0 Eli Hertz VP, INFORMATION TECHNOLOGY 194205 0 17750 0 890 0 19344 0 6728 0 238917 0 0 0 Michael Hoar VP, CORPORATE ALLIANCES 178987 0 25000 0 430 0 18146 0 9708 0 232271 0 0 0 Sara Lottie DIRECTOR, OPERATIONS SWA 113575 0 0 0 89544 0 10230 0 6933 0 220282 0 0 0 SCHEDULE J, PART I, LINE 1A HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE HOUSING ALLOWANCES AND RESIDENCES FOR PERSONAL USE WERE PROVIDED TO THE FOLLOWING INDIVIDUALS DUE TO THEIR ROLES AS REGIONAL OFFICE LEADERSHIP FOR USO OPERATIONS IN SOUTHWEST ASIA AND THE PACIFIC: BRUCE BURDA, REGIONAL VICE PRESIDENT SOUTHWEST ASIA - $50,380 SARA LOTTIE, REGIONAL DIRECTOR OPERATIONS SOUTHWEST ASIA - $53,290 CHARLES HYDE, REGIONAL VICE PRESIDENT PACIFIC - $36,000 THESE ALLOWANCES WERE INCLUDED AS TAXABLE COMPENSATION ON EACH EMPLOYEE'S 2017 FORM W-2. TRAVEL FOR COMPANIONS THE PRESIDENT AND CEO OF THE USO MAY BE ACCOMPANIED BY HIS/HER SPOUSE ON OFFICIAL USO BUSINESS IF SPECIFIC BUSINESS PURPOSE IS SUPPORTED AND APPROVED BY THE CHAIRMAN OF THE BOARD OF GOVERNORS. SPOUSAL/COMPANION/FAMILY TRAVEL BY OTHER EMPLOYEES IS NOT REIMBURSED BY THE USO, UNLESS SPECIFICALLY AUTHORIZED BY THE CEO AND IN COMPLIANCE WITH IRS REGULATIONS. COACH IS THE AUTHORIZED CLASS OF TRAVEL. UPGRADES ARE ALLOWABLE BY EMPLOYEES UNDER THE FOLLOWING CIRCUMSTANCES: 1) THE EMPLOYEE PAYS THE DIFFERENCE IN FARE THEMSELVES OR USES AIR MILES FROM THEIR PERSONAL ACCOUNT. 2) MEDICAL CONDITIONS REQUIRE BUSINESS CLASS TRAVEL. 3) SAFETY, SERVICE AND ENVIRONMENT ARE CLEARLY INFERIOR. 4) BUSINESS CLASS TRAVEL IS ALLOWABLE FOR INTERNATIONAL TRAVEL (TRAVEL OUTSIDE OF YOUR REGIONS) BY ALL STAFF WHEN TOTAL FLIGHT TIME EXCEEDS 6 HOURS. TAX INDEMNIFICATION AND tax GROSS-UP PAYMENTS BRUCE BURDA AND SARA LOTTIE RECEIVED tax GROSS-UP PAYMENTS OF $1,184 AND $801, RESPECTIVELY, RELATED TO THE 2017 FICA TAXES OWED AS A RESULT OF THE HOUSING ALLOWANCES PROVIDED TO THE EMPLOYEES BY THE USO. THESE tax GROSS-UP PAYMENTS WERE INCLUDED AS TAXABLE COMPENSATION ON EACH EMPLOYEES 2017 W-2. SCHEDULE J, PART I, LINE 4B SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN THE CEO, CFO, AND CDO PARTICIPATE IN A 457(B) PLAN MADE AVAILABLE TO ELIGIBLE EMPLOYEES TO MAKE EMPLOYEE DEFERRALS. THE USO DOES NOT MAKE EMPLOYER CONTRIBUTIONS TO THIS PLAN. SCHEDULE J, PART I, LINE 7 NON-FIXED PAYMENTS The amounts shown in Part II, column B(II) for the officers and key employees were paid based on the 2016 achievement of organizational goals and individual contributions and accomplishments and were reviewed by the executive committee of the Board. The highly compensated employees were paid based on the 2016 achievements and written performance plans and were approved by management. X 32045 COST/SELLING PRICE X 4118719 COST/SELLING PRICE X 3 70548 FAIR MARKET VALUE X 85 538300 FAIR MARKET VALUE X 2 100100 FAIR MARKET VALUE X 2346 3143383 COST/SELLING PRICE 1 false true true THIRD PARTY ASSISTANCE OF NONCASH CONTRIBUTIONS SCHEDULE M, PART I, LINE 32A THE USO WORKS WITH AUTOMOTIVE RECOVERY SERVICES, INC. IN ORDER TO GENERATE FUNDRAISING REVENUE FROM DONATED VEHICLES. AUTOMOTIVE RECOVERY SERVICES, INC. ADMINISTERS THE ARRANGEMENT FOR: TOWING, RECEIPT DISTRIBUTION, FOLLOW-UP SALES, TITLE PROCESSING, APPRAISAL (IF REQUIRED), SALE AT AUCTION OR DISMANTLER, AND DISTRIBUTION OF SALES. THE USO ALSO ENGAGES AN INVESTMENT BROKER TO CONVERT DONATED SECURITIES INTO CASH FOR USE IN FULFILLING THE USO'S MISSION. PROGRAM SERVICES USO CENTERS FORM 990, PART III, LINE 4A The USO provides programs, entertainment and services at more than 200 locations worldwide, including more than 100 USO owned and operated locations, and more than 90 chartered USO affiliate locations. USO operations are located throughout the United States (including the U.S. territory of Guam), and in countries overseas, including Afghanistan, Australia, Djibouti, Germany, Italy, Iraq, Japan, Korea, Kuwait, Turkey, United Arab Emirates. USO operates in airports, on and near military bases, and in combat and hardship zones. Most USO locations operate out of space that is provided for free or at greatly reduced rent, enabling the USO to save on critical operating expenses. In 2017, the USO served more than 10 million visitors and program participants (including 3.4 million visitors and program participants through its chartered USO affiliates). The USO's centers provide a warm and comforting place where service members can connect with loved ones back home via internet or telephone, play a video game, catch a movie, have a snack or just put their feet up and relax. In 2017, the USO celebrated the opening of several new locations including Yokota Air Base, Japan; Marine Corps Air Station Iwakuni, Japan; Erbil, Iraq; Information Warfare Training Command Corry Station, FL; Creech Air Force Base, Nevada; Anderson Air Force Base, Guam; Naval Station Rota, Spain; Schofield Barracks, Hawaii; Oklahoma City MEPS, Oklahoma; Anchorage MEPS, Alaska; San Jose MEPS, California; and Boston MEPS, Massachusetts. The USO partners with its affiliate, USO of Metropolitan Washington-Baltimore, to operate two USO warrior and family centers adjacent to major military hospitals in Bethesda, MD, and Fort Belvoir, VA to support wounded, ill, and injured service members, their family members, caregivers, and hospital staff at each installation. These facilities provide a relaxing, home-like atmosphere for respite and participation in recreational programs, including art therapy rooms, healing gardens, sports lounges, music rooms, classroom training facilities, and kitchens. The USO also offers service members support through its mobile vehicle units. These large mobile centers travel to events and military exercises to provide places for service members to relax during downtime, provide USO services to areas without a brick-and-mortar USO centers and support communities in times of crisis. In 2017, the USO expanded the mobile fleet operation to include two new, 38-foot-long vehicles, as well as two new Sprinter vans designed to provide support to smaller exercises and events. The large vehicles include three slide-out sections, a large canteen window, two 65-inch TVs, five Xbox gaming systems, Wi-Fi, internal and external sound systems, a food-prep area and wheelchair accessibility. The Sprinter vans are stationed in Texas and Alaska, providing support to communities with large military populations and geographic limitations. PUBLIC AWARENESS & OUTREACH FORM 990, PART III, LINE 4B The USO's communications and outreach programs aim to address the civilian-military drift - a natural disconnect and lack of understanding between those who have served in the military and those whom they defend who have never served and may not know or be related to anyone who has. During 2017, the USO continued the Force Behind the Forces, a brand awareness campaign reintroducing the USO to the American public, and encouraging Americans to stand behind the force, as a community of supporters committed to connecting service members to the things that they hold dear and demonstrate appreciation of those who selflessly serve our nation. The multi-channel campaign generated more than 2 billion Public Service Announcement impressions, 74 million social media impressions, and 41 billion earned media impressions. Through its website and mail, the USO collected 2.2 million messages of appreciation from the American public which are being distributed or displayed at USO locations across the globe. EXPEDITIONARY AND MILITARY FAMILY PROGRAMS FORM 990, PART III, LINE 4C The USO's expeditionary and military family programs provide support and comfort to service members and their families, whether they are deployed, transitioning from their service, wounded, ill or injured, or have made the ultimate sacrifice for our country. EXPEDITIONARY SUPPORT The USO distributed 181 bundles of electronic gaming, sports/musical equipment, and personal care items and 2 Mobile Entertainment Gaming Systems ('MEGS') to deployed service members in remote locations in 2017. The USO Care Package Program distributed 82,964 snack or toiletry packs to service members across the globe. The USO has continued to offer seasonal holiday care packages, which include decorations, snacks, DVDs and games to help service members stationed in remote corners of the world celebrate American holidays. In 2017, the USO shipped 690 seasonal holiday care packages to help keep our deployed service members connected to home. OPERATION PHONE HOME In addition, the USO provided a private phone network that allowed service members to make free calls home, computers with high-speed internet bandwidth, free internet access for service members' own computers and provided more than 42,000 free international prepaid calling cards to allow service members to connect with their families. In Southwest Asia alone, more than 3 million minutes were logged in free talk time. In other places around the world, many USO locations also offer free internet and free phone calls. MILITARY FAMILIES Through a partnership with the What to Expect Foundation, the USO hosted 33 events for military moms-to-be and around the globe in 2017. The USO also connects military parents with their children back home by hosting a nationally recognized reading program at select USO centers worldwide that allows service members to record themselves reading a story aloud to their child, which the USO then mails back home. During 2017, the USO helped provide more than 21,000 of these recordings to children of our service men and women. The USO also executed 107 Military Spouse Networking Events and Coffee Connections, which helped connect Military Spouses to their local community, social and professional networks. During 2017, the USO had 1,325 military spouses participate in these events. MILITARY COUPLES SEMINARS AND EVENTS The USO, in collaboration with stronger families, offers seminars and similar events to help couples learn to improve their communication, better understand each other's needs, resolve conflict, rekindle romance and find renewed hope. In 2017, more than 13,000 military attendees benefitted from 167 OXYGEN live learning events held across the country and through online support subscriptions. MILITARY CHILDREN SUPPORT The USO, in collaboration with the Comfort Crew for Military Kids, sends motivational speakers on tour to promote self-confidence and resiliency in military children ages 6 to 15 years old. The tour is structured to help military children tackle bullying in schools, adjust to life during and post-deployment, and coping when a parent makes the ultimate sacrifice. During 2017, the USO hosted the tour at 48 locations, engaging with nearly 35,000 military kids. In addition, the USO hosted 14 family connection events where families tackled a fun problem-solving activity reaching 308 military family members and children. FAMILIES OF THE FALLEN The USO has supported every dignified transfer at Dover Air Force Base since March 1991, including over 85 dignified transfers in 2017. The USO is located in the heart of Dover Air Force base to support families of the fallen, as well as those service members assigned to the air force mortuary affairs complex. Additionally, as family notifications occur at all times of the day and night, the USO works 24/7 to coordinate among USO locations across the country. The USO is there to support and comfort families who have just received tragic news as they travel to and from Dover Air Force Base. In 2017, the USO supported over 310 family members traveling to and from Dover. ENTERTAINMENT TOURS FORM 990, PART III, LINE 4D USO entertainment tours feature celebrities, performers and engaging shows to keep service members and military family members connected to family, home and country. In 2017, the USO deployed 95 celebrity entertainers, who graciously donated millions of dollars' worth of their professional services and their time to participate in 36 tours to 21 countries and 17 states, entertaining more than 55,000 service members and military family members. Five of these tours were to combat zones. Included in these numbers, the Sesame Street/USO experience for military families performed 32 shows at 19 military bases in 6 countries during 2017. TRANSITION SERVICES Form 990, Part III, Line 4d USO PATHFINDER The Pathfinder program extends the USO experience to service members and military spouses as they transition from the military and settle into their new communities. The program also supports military spouses at any point in their military journey as they transition from one installation to the next. At the end of 2017, the USO had 15 Pathfinder Sites across the United States. The USO Pathfinder programs approach includes: Personalized service: The USO Pathfinder mission is delivered by Scouts, USO staff who have a deep knowledge of and connection to the vast ecosystem of services and opportunities available to transitioning service members and military spouses. Scouts work one-on-one with individuals to create an Action Plan a customized road map that helps individuals stay on track and get connected with the best resources for them throughout their transition. Continuity of care: Scouts support service and family members 12 months before their transition and ensure continuity of care by extending support up to 12 months beyond the service members date of separation. Scouts also support military spouses throughout the many transitions they face during their familys time in service. Scouts connect individuals to resources and opportunities at their current duty station before they separate, as well as to resources where they choose to call home, regardless of where that may be. A holistic approach: Transition impacts every aspect of a service member and military familys life. Scouts provide support in the following focus areas: employment, education, veterans benefits, financial readiness, housing, legal, family strength and wellness, and volunteerism. A nationwide network of networks: The USO Pathfinder program works with public and private resources across the nation that offer relevant services to transitioning service members and military spouses. Scouts inform, prepare, and connect individuals with the local, national, in-person and virtual resources that best suit their specific timeline, location and goals. Powerful technology: The USOs digital Action Plan puts comprehensive transition services directly into the hands of service members and military spouses. Individuals can view their action plan, complete tasks, create tasks, and connect with their Scout, all through the USO mobile app. Augmenting Government Transition Assistance Programs: Scouts compliment what the militarys Transition Assistance Programs (TAP) provide to service members and military families by establishing a bridge to public and private resources in local communities across the country. Scouts are committed to leveraging external private resources while also ensuring that service members understand the value of their installation TAP(s) by referring to them when they are not being fully utilized. USO Transition Programs and Events The USO provides relevant and valuable programming to support service members and military spouses as they overcome the challenges that transitions bring. The Pathfinder program currently offers: Employment Workshops: This turn-key workshop provides career readiness information thats delivered directly to individuals by USO corporate partner employees. The 3-hour program includes a comprehensive presentation and breakout sessions for resume review, mock interviews, and LinkedIn provided reviews. Financial Readiness Workshops: These courses focus on a wide variety of financial topics, including "is your financial house in order," "transitioning successfully into retirement"transitioning to a new career." Workshops are taught by certified subject matter experts. Education Workshops: This workshop provides a comprehensive discussion in choosing a school, paying for school, and managing student debt. These workshops are delivered by national or local partners to ensure that attendees receive professional guidance. Transition Summits: The USO hosts summits for transitioning service members and military spouses in partnership with Hiring Our Heroes (HOH), a program of the U.S. Chamber of Commerce Foundation. Other workshops: The USO also partners with other corporations and organizations to provide workshops on home buying process step-by-step and VA Home loan eligibility and workshops designed to help service members to learn useful skills and develop effective coping mechanisms to enhance the likelihood of positive reconnections among family members. FORM 990, PART III, LINE 4D - OTHER PROGRAM SERVICE ACTIVITIES DESCRIPTION GRANTS EXPENSES TRANSITION SERVICES $1,107,626 $5,699,482 ENTERTAINMENT TOURS $ 230,541 $4,960,991 _________________________ TOTAL $1,338,167 $10,660,473 MEMBERS OR STOCKHOLDERS FORM 990, PART VI, LINE 6 THE MEMBERSHIP OF THE UNITED SERVICE ORGANIZATIONS, INC. SHALL CONSIST OF TWO CLASSES OF MEMBERS: 1) VOTING MEMBERS CONSISTING OF MEMBERS OF USO'S BOARD OF GOVERNORS DURING THEIR TERM OF SERVICE. 2) NON-VOTING MEMBERS CONSISTING OF MEMBERS OF THE ARMED FORCES OF THE UNITED STATES CURRENTLY ON ACTIVE DUTY; REPRESENTATIVES, AS MAY BE DESIGNATED BY USO'S BOARD OF GOVERNORS, FROM THE ORGANIZATIONS SET FORTH IN USO'S CONGRESSIONAL CHARTER, UP TO NINE PERSONS DESIGNATED BY THE PRESIDENT OF THE UNITED STATES, THEIR TERM OF MEMBERSHIP BEING CONTERMINOUS WITH SUCH PRESIDENT'S INCUMBENCY; AND ANY OTHER PERSONS WHO MEET THE CRITERIA ESTABLISHED BY THE BOARD OF GOVERNORS FOR MEMBERSHIP. MEMBERS OR STOCKHOLDERS FORM 990, PART VI, LINE 7A AT THE ANNUAL MEETING, THE VOTING MEMBERS SHALL ELECT MEMBERS OF THE BOARD OF GOVERNORS AND TAKE SUCH OTHER ACTION AS MAY BE APPROPRIATELY SUBMITTED TO THEM BY THE BOARD OF GOVERNORS. ELECTION OF THE BOARD OF GOVERNORS, OR ACTION ON ANY OTHER MATTERS, SHALL BE BY THE AFFIRMATIVE VOTE OF THE MAJORITY OF VOTING MEMBERS PRESENT IN PERSON OR BY PROXY AND ENTITLED TO VOTE AT THE MEETING, PROVIDED THOSE PRESENT IN PERSON OR BY PROXY CONSTITUTE A QUORUM. ADDITIONALLY, UP TO SIX PERSONS APPOINTED BY THE PRESIDENT OF THE UNITED STATES, THEIR TERM BEING CONTERMINOUS WITH SUCH PRESIDENT'S INCUMBENCY, MAY SERVE ON THE BOARD OF GOVERNORS. PROCESS OF REVIEWING FORM 990 FORM 990, PART VI, LINE 11B A COPY OF THE DRAFT 990 WAS PROVIDED TO ALL BOARD MEMBERS, OFFICERS, AND KEY EMPLOYEES PRIOR TO ITS FILING WITH THE IRS. THE PROCESS WAS CONDUCTED IN MAY 2018. MEETING MINUTES REFLECT THE REVIEW AND DISCUSSION OF THE IRS FORM 990 AT THE AUDIT COMMITTEE MEETING HELD IN MAY. AN OUTSIDE ACCOUNTING FIRM PREPARES AND REVIEWS THE FORM 990. CONFLICT OF INTEREST POLICY MONITORING AND ENFORCEMENT FORM 990, PART VI, LINE 12C THE CONFLICT OF INTEREST POLICY IS THE POLICY THAT REQUIRES UNITED SERVICE ORGANIZATION, INC.'S GOVERNORS, OFFICERS, AND OTHER EMPLOYEES TO AVOID ANY SITUATION WHICH MAY CONSTITUTE A CONFLICT OF INTEREST, THAT IS, ANY SITUATION WHICH AN INDIVIDUAL USES OR COULD USE HIS OR HER POSITION WITH THE UNITED SERVICE ORGANIZATIONS, INC. FOR PERSONAL GAIN TO AN INDIVIDUAL, MEMBERS OF THE INDIVIDUAL'S FAMILY, OR OTHER ORGANIZATIONS WITH WHOM THE INDIVIDUAL IS AFFILIATED, TO THE ACTUAL OR POTENTIAL DETRIMENT OF THE USO. THE BOARD OF GOVERNORS HAS ESTABLISHED A POLICY WITH REFERENCE TO CONFLICTS OF INTEREST APPLICABLE TO THE BOARD OF GOVERNORS. DISCLOSURE OF POTENTIAL CONFLICTS ARE REVIEWED BY CEO, CFO AND OUTSIDE COUNSEL. ANY INDIVIDUALS THAT HAVE A CONFLICT OF INTEREST ARE PROHIBITED FROM DELIBERATIONS AND VOTING ON A TRANSACTION. PROCESS FOR DETERMINING COMPENSATION FORM 990, PART VI, LINE 15A AND 15B THE COMPENSATION IS ESTABLISHED BY THE UNITED SERVICE ORGANIZATIONS, INC. BOARD OF GOVERNORS AFTER AN INDEPENDENT, OUTSIDE REVIEW OF INDUSTRY SURVEYS, COMPENSATION STUDIES AND OTHER DATA TO ENSURE THAT EXECUTIVE COMPENSATION IS WITHIN THE RANGE OF THAT PAID TO COMPARABLE EXECUTIVES OF COMPARABLE ORGANIZATIONS FOR COMPARABLE SERVICES AND THEREFORE REASONABLE. THESE REVIEWS ARE PERFORMED ON A BIANNUAL BASIS BY AN INDEPENDENT OUTSIDE CONSULTANT FOR THE FOLLOWING POSITIONS: CEO, CFO, CDO, SVP OPERATIONS, ENTERTAINMENT AND PROGRAMS, SVP BRAND ADVANCEMENT, AND SVP HR. THE LAST REVIEW WAS PERFORMED IN 2016 FOR ALL POSITIONS LISTED AND ALL POSITIONS' COMPENSATION WAS FOUND TO BE WITHIN THE RANGE FOR COMPARABLE EXECUTIVES AT COMPARABLE ORGANIZATIONS. HOW DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC FORM 990, PART VI, LINE 19 FINANCIAL STATEMENTS ARE MADE AVAILABLE ON THE USO WEBSITE. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICIES ARE MADE AVAILABLE UPON REQUEST. JOINT COST ACTIVITY DISCLOSURE FORM 990, PART IX, LINE 26 THE USO CONDUCTS JOINT ACTIVITIES THAT BENEFIT PROGRAM SERVICES AND INCLUDE A FUNDRAISING APPEAL. THE PROGRAMMATIC COMPONENT OF THESE ACTIVITIES INCLUDES A CALL TO ACTION TO ENLIST THE PUBLIC's AID IN IDENTIFYING SERVICE MEMBERS AND THEIR FAMILIES THAT WOULD BENEFIT FROM USO'S PROGRAMS AND SERVICES AND AN OPPORTUNITY TO SEND A PERSONALIZED MESSAGE OF APPRECIATION TO SERVICE MEMBERS (FORCE BEHIND THE FORCES CAMPAIGN). PERSONALIZED MESSAGES RECEIVED FROM THE PUBLIC THROUGH THESE ACTIVITIES ARE DISPLAYED AND DISTRIBUTED AT USO LOCATIONS AROUND THE GLOBE. USO Foundation 2111 Wilson Blvd Suite 1200 Arlington VA 22201 208861567 Charitable VA 501(c)(3) 12A USO Inc true false false false false false false false false false false false false false true true false false false false